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Bigelow Investment Advisors’s Novartis NVS Stock Holding History

Bigelow Investment Advisors’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,124
Closed -$201K – 146
2019
Q4 		$201K Buy
+2,124
New +$191K 0.12% 155
2019
Q2 		– Sell
-2,705
Closed -$233K – 153
2019
Q1 		$233K Buy
+2,705
New +$217K 0.16% 139
2018
Q2 		– Sell
-2,823
Closed -$205K – 153
2018
Q1 		$205K Buy
+2,823
New +$215K 0.14% 145

Other funds holding NVS

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bigelow Investment Advisors's NVS Position: Q1 2020 in Review

Bigelow Investment Advisors sold out of Novartis (NVS) in Q1 2020, closing a stake of 2,124 shares — an estimated $201K sold.

Bigelow Investment Advisors first reported a position in NVS in Q1 2018 and held it in 3 quarters. The position peaked at $233K in Q1 2019. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2020.

  • Bigelow Investment Advisors reported no remaining Novartis position as of Q1 2020 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,124 Novartis shares in Q1 2020, an estimated $201K.
  • Bigelow Investment Advisors first reported a position in Novartis in Q1 2018 and held it in 3 quarters.
  • Bigelow Investment Advisors's Novartis position peaked at $233K in Q1 2019.
  • 1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2020.

Based on Bigelow Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.